Glassman Wealth Services’s La-Z-Boy LZB Stock Holding History

Glassman Wealth Services’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25	Closed	-$923	–	1113
2023 Q4	$923	Hold	25	–	–	﹤0.01%	1569
2023 Q3	$772	Hold	25	–	–	﹤0.01%	1625
2023 Q2	$716	Hold	25	–	–	﹤0.01%	1550
2023 Q1	$727	Hold	25	–	–	﹤0.01%	1536
2022 Q4	$571	Hold	25	–	–	﹤0.01%	1594
2022 Q3	$1K	Sell	25 -6	-19%	-$159	﹤0.01%	1447
2022 Q2	$1K	Buy	31 +14	+82%	+$360	﹤0.01%	1461
2022 Q1	$0	Buy	17 +12	+240%	+$384	﹤0.01%	1815
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1791
2021 Q3	$0	Sell	5 -10	-67%	-$345	﹤0.01%	1724
2021 Q2	$1K	Buy	15 +7	+88%	+$294	﹤0.01%	1326
2021 Q1	$0	Buy	8 +3	+60%	+$126	﹤0.01%	1535
2020 Q4	$0	Hold	5	–	–	﹤0.01%	1454
2020 Q3	$0	Hold	5	–	–	﹤0.01%	1418
2020 Q2	$0	Buy	+5	New	+$120	﹤0.01%	1404
2020 Q1	–	Sell	-6	Closed	–	–	1372
2019 Q4	$0	Buy	+6	New	+$201	﹤0.01%	1351

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glassman Wealth Services's LZB Position: Q1 2024 in Review

Glassman Wealth Services sold out of La-Z-Boy (LZB) in Q1 2024, closing a stake of 25 shares — an estimated $923 sold.

Glassman Wealth Services first reported a position in LZB in Q4 2019 and held it in 16 quarters. The position peaked at $1K in Q3 2022. 219 funds tracked by Wall St. Rank hold LZB as of Q1 2024.

Glassman Wealth Services reported no remaining La-Z-Boy position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 25 La-Z-Boy shares in Q1 2024, an estimated $923.
Glassman Wealth Services first reported a position in La-Z-Boy in Q4 2019 and held it in 16 quarters.
Glassman Wealth Services's La-Z-Boy position peaked at $1K in Q3 2022.
219 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.